Global leader
UBS is a leading and truly global wealth manager
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The Matthews Oliver Group, created by founding member Michael Matthews in 1968, has been serving local families for over 58 years as their advisor through every stage of life so that they can look forward to the future with anticipation rather than apprehension.
We strive to build long-term relationships built on trust and mutual respect by acting as essential, impartial advisors to our clients. We bring our experience, perspective, and a vast array of resources to each relationship. While each relationship is unique, our style is reflective of four core principles:
1.Collaborative Approach: We rely on an interactive wealth planning process that begins with listening. With a complete understanding of your current picture and future goals, together, we can agree on a concise plan of action.
2.Comprehensive solutions: Our approach to investing is based on a clear philosophy and is tied to your stated goals and plan. Collaborating with your accountant and estate planning attorney allows us to do our best work.
3.Personal Attention: Our approach to service demands the highest standards of accessibility, availability, and responsiveness.
4.Focus on Education: As your professional advisors, we are committed to lifelong learning to continually improve and hone our wealth management skills. Additionally, we take great pride in educating our clients about their investments and the principles of financial planning through regular client meetings, financial education workshops for families, and intimate client lunch and dinner events.
We focus on helping individuals and families manage the many facets of their often complex financial lives. For each client relationship, we take the time to understand all you want to accomplish and then help craft a flexible plan aligned with where you are and where you want to go, including a retirement on your terms.
Drawing on our in-depth experience, we can provide you with the advice, insights and customized solutions you need to pursue what’s important to you now and in the future.
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Registered Client Associate
Registered Client Associate
Managing Director–Wealth Management
Financial Advisor
Senior Vice President–Wealth Management
Financial Advisor
Authorized Officer
Senior Wealth Strategy Associate
Registered Client Associate
Registered Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.
How will their story unfold?
Inheritance is about more than money. It’s about navigating family, history and your future. See how two brothers decide what to hold onto, what to let go and how to move forward.
If you’re going through a wealth transfer event like an inheritance, death or divorce, our experienced guidance can help give you more confidence.
Global leader
UBS is a leading and truly global wealth manager
$7 trn
UBS Group invested assets
As of 12/31/2025
51 countries
Our global footprint
